Snapshots That Wow!
Time to retire SEO!
80% of search users, rely on AI summaries at least 40% of the time if not more.
This makes gaming content to have relevant articles showing up in first page of search a lost cause as users don’t want to scroll beyond the summary forget click.
Source: FT
US gave up on manufacturing long before robots!
Barring the blip during world war 2, manufacturing as a %of total US non-farm payrolls has been on a steep decline.
Source: BoFA
Hope data isn’t the new oil!
Given the amount of capex going into data centres, one hopes it isn’t the new oil- facing stagnant demand globally for the past two decades!
Source: Dell’Oro Group
Driver ho gaye nau do gyarah!
Self-driving taxi company Waymo is now doing over 700,000 rides per month in California, up from fewer than 100,000 a year ago.
Source: Charlie Bilello
Delhi, (B)illwalon ka shehar
Post covid, the indexed real estate prices in Delhi have galloped ahead of other metros by a margin. I guess financials had to be ‘engineered’ to ‘generate’ cash for this asset. Pay they rest in ‘solace’.
Source: Kotak Institutional Equities
Naukri ki sakht zaroorat!
Quarterly net headcount additions across listed IT companies has been pretty much non-existent for the past 10 quarters. Urban consumption volume growth is also struggling for 10 quarters as a result.
Source: Kotak Institutional Equities